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| − | Level 1 [[Template|templates]] provide a method of delineating between different types of Level 1 items. Each template that you create can have the following characteristics: | + | #REDIRECT [[:Level 1 Types]] |
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| − | * A unique Level 1 [[Workflow]], which will trigger whenever a new item using this template type is added.
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| − | * A unique Level 2 [[Workflow]], which will trigger whenever a new item using this template type is added.
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| − | * A set of forms that are to be associated with the Level 1 item.
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| − | * The list of statuses that you wish to associate with the specific [[Template|template]].
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| − | * An [[External|external]] Internet available web page that can be used to create new Level 1 items.
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| − | * A set of [[Custom Fields|custom fields]].
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| − | ==Creating Level 1 Templates==
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| − | You can create and modify Templates by clicking the '''Templates''' link on the '''Settings''' tab of your [[UTA]].
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| − | [[Image:Uta43.png]]
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| − | * '''Existing Templates''' are listed on the left of the page.
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| − | * '''Details of each template''' are displayed on the right of the page and new [[Template|templates]] are added to the right of the page.
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| − | [[Image:TemplateSettingPage.jpg|link=|700px]]
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| − | ==Template Settings==
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| − | Each template has the following settings:
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| − | * '''Name''' - Name for the [[Template|template]].
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| − | * '''Caption''' - Default [[Caption|display name]] for the Template.
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| − | * '''Display Order''' - The order that templates are displayed in the template combo box.
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| − | * '''Use Internal Formatting''' - Selected when templates are configured as external pages, so the formatting and functionality of the external page will reflect the display and operation of the internal pages.
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| − | <!--* '''Type''' - Allows you to select if this is a '''Standard''' template, or a [[Skills Matching Template]].
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| − | ::* ''See the [[Skills Matching Template]] Wiki article for details.''-->
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| − | * '''Restricted to''' - A single [[Internal|internal]] company that can use this template.
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| − | * '''Level 1 Workflow''' - A [[Workflow|workflow]] connected to this [[Template|template]]. See [[Enabling Workflows in the UTA]].
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| − | * '''Level 2 Workflow''' - A [[Workflow|workflow]] connected to Level 2 activities connected to a Level 1 item based on this template. See [[Enabling Workflows in the UTA]].
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| − | * '''UTA Role Assignment Workflow''' - Allows you to define one or more '''UTA Role Assignment''' [[Workflow]]s that are triggered by this Template.
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| − | * '''UTA Company Assignment Workflow''' - Allows you to define one or more '''UTA Company Assignment''' [[Workflow]]s that are triggered by this Template.
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| − | * '''Description''' - Any comments or notes you wish to include. '''Note:''' These don't manifest anywhere except on this page.
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| − | * '''Master Schedule Enabled''' - See [[Master Schedule Template]].
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| − | * '''Access Roles''' - Sets the roles able to access records associated with this template.
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| − | * '''Creation Roles''' - Sets the roles that are able to create records with this template.
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| − | * '''Template Formula''' - One or more formulas or expressions associated with the template, which are automatically executed whenever a Level 1 item associated with this template is saved. (See [[Template / Type Formula]])
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| − | * '''ID Used''' -
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| − | <!--* '''Associated Forms''' - Forms from the [[:Category:Web Forms|Web Forms]] application that you wish to associate with the [[Template|template]].-->
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| − | ==Associating Templates with Statuses==
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| − | Not all Level 1 templates may require all the same [[statuses]]. Although the [[statuses]] are created globally, you are able to associate only the required [[statuses]] to each individual template.
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| − | [[Image:Uta47.png]]
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| − | ==See Also==
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| − | * [[Skills Matching Template]]
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| − | * [[Statuses]]
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| − | * [[Template / Type Formula]]
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| − | * [[Level 2 Types]]
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| − | * [[Level 3 Types]]
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| − | * [[Types]]
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| − | [[Category:Universal Tracking Application]]
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This article is deprecated and the information contained within may no longer be correct.
